LifeWealth Principles, LLC, located in Golden, Colorado, offers customized financial planning and wealth management services. We are comprehensive wealth management professionals specializing in helping clients who either are planning for retirement, or are retired and wish to preserve and grow their assets. We focus on independent financial guidance with emphasis on income tax reduction planning, asset preservation, wealth transfer planning, and retirement income distribution strategies for those who wish to maximize their distributions for themselves and their heirs.
At LifeWealth Principles, LLC our goal is help our clients during these challenging times by giving them the knowledge, tools and a comprehensive plan to outline their future and to help take them where they want to go. Our commitment to educating clients allows them to understand and be confident about their investment decisions.
If you would like a Complimentary Financial Review
please contact us so we can schedule your review at your earliest convenince.
Newsletters
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.